$美光科技(MU)$_老虎社区_美港股上老虎

Iiko

07-14

$美光科技(MU)$

摩根士丹利预测，美光将在2026年和2027年合计产生约4000亿美元的运营收入。这几乎占整个市值近40%。

2026 → 2027

收入：$172.9B → $285.9B (+65%)

运营收入：$140.7B → $248.7B (+77%)

IBM暴跌25%领跌软件股，一日蒸发四分之一市值为哪般？

IBM今日重挫25.21%，Benzinga点名其领跌整个软件板块，成为当日市场最大焦点。在银行财报显示经济强劲、大盘走高的背景下，IBM却逆势崩跌，凸显软件股估值承压与资金轮出。如此剧烈的单日回撤实属罕见，是基本面生变还是被错杀？后续需警惕对软件板块的传导风险。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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ruan_7128
07-16 22:44
ruan_7128
先吹吧！目前看到的都是天天跌

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